As Covid restrictions continue to put the bite on travel, Australia's superannuation funds are seeing mileage in spending big on communications and digital infrastructure.
KKR and Tiga Investments by a Hong Kong workspace provider; Unison Capital of Japan establishes $500m India vehicle; some Japanese banks turning to riskier assets, including private equity and real estate; Korea's NPS adds timberland to investment portfolio; US private equity fund Denham Capital seeking to sell Australian and Asian assets; and more.
Infrastructure and real estate assets are gaining asset owner attention because their combination of predictable cash flows and relatively low risk, suggests the investment firm.
The country's lifers are seeking high-quality overseas assets to strike a balance between risk and return. However, new capital rules from 2023 are making these choices harder.
Regional investors look set to seek more investments in the asset class, especially from North America and Asia, say senior executives at asset owners and fund houses.
The massive correction experienced by Bitcoin in recent weeks underlines the volatility of cryptocurrencies. Will they ever gain a place as a central investment asset for investors?
Everything from electric vehicles to energy-efficient building upgrades will need hefty investment if governments are to meet their net-zero ambitions.
KKR raises $400m from Korea's NPS and Korea Post for a new North American fund; Rest Super could sell 50% of SEA Gas pipeline stake; Indonesia Investment Authority gains foreign commitments for toll-road investment fund; Temasek and partners to establish carbon credit trading platform in Singapore and more.
Fund managers and asset owners across Asia are open to investing into retail, opportunistic and distressed assets as they seek to offset generally declining property yields.
AsianInvestor's Asset Owner Insights survey reveals the asset classes are among the top investment priorities for pension funds, sovereign wealth funds and insurers for the next year.
Asset owners and property investors are finding it increasingly difficult to spot quality investments, due to an inflow of money and a lack of willing sellers.
The insurer's asset management division believes investments such as private debt could gain appeal as price rises chip away at the value of fixed assets.
The CIO of the Korean pension fund also plans to raise allocations to overseas property and scale up its private debt exposure through partnerships with overseas asset owners.
Australian casino vies with two private equity funds to acquire rival; Canada's CPPIB to invest into India Invit fund; Chikyoren hires Nomura and Tokio Marine fund managers for alternative mandates; OTPP real estate arm becomes founding investor in Asia Pacific focused fund; LBC Express Holdings owners consider stake sale; and more.
Supply chains have been disrupted by surprise events such as the Colonial Pipeline hack and Suez Canal blockage. How do investors manage the risks posed to commodities?
Strong demand from both international and regional investors looks set to ensure that Asian property remains strongly in demand for the coming months.
Fund managers from the country are eager to source targets for their local clients, but difficulty in sourcing deals is forcing them to look further afield, say advisers.
Rising interest rates and access to alternatives such as digital assets are driving the trend, as China’s wealthy show the most interest in ESG.
VCs and other investors such as GIC and Mitsubishi UFJ earned at least 10 times their initial investment when Coinbase listed on the Nasdaq. What does this tell us about the future of crypto?
Canadian pensions and Asia SWFs target US single-family homes; Citic Private Equity plans to raise $3bn in new dollar-denominated fund; India sees leap in private equity and venture capital investing in the first quarter; three private equity houses circle Toshiba of Japan; Singapore's GIC and ESR Cayman to acquire $2.9bn Australia property portfolio; and more.